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Nonprofit · EIN 31-1601553

JAKE AND JEANNE SWEENEY FOUNDATION

Tax-exempt · CINCINNATI, OH 45246

Financials

$3K$59K2023$255K$125K2024
Revenue Expenses · by fiscal year end
Financials of JAKE AND JEANNE SWEENEY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$255,466$125,486$129,980$631,516$0$631,516
December 31, 2023990-PF$3,100$59,238-$56,138$501,536$0$501,536
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$22,696
Interest
$153
Net gain from sales of assets
$232,617

Expenses

Grants and similar amounts paid
$121,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$121,000
Excise tax on investment income
$3,551

Balance sheet and other

Total assets, start of year
$501,536
Total assets, end of year
$631,516
Total liabilities, end of year
$0
Net assets, end of year
$631,516
Fair market value of assets
$687,494
Qualifying distributions
$121,000
Net investment income
$255,466

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
PAMELA S SCHNEIDER
330 ASHLEY LANE, CINCINNATI, OH 45215
VP & TRUSTEE0$0
DEBORAH CASSINELLI
68 CORAL AVENUE, CINCINNATI, OH 45246
PRES., SECY.0$0
ELIZABETH S LOPER
5542 ESCONDIDA BLVD, ST PETERSBURG, FL 33715
VP & TRUSTEE0$0
SUSAN S KREUZMANN
235 CORAL AVENUE, CINCINNATI, OH 45246
VP & TRUSTEE0$0
GREGORY SWEENEY
8150 KELLER ROAD, CINCINNATI, OH 45243
VP & TRUSTEE0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
PAMELA S SCHNEIDER
330 ASHLEY LANE, CINCINNATI, OH 45215
VP & TRUSTEE0$0
DEBORAH CASSINELLI
68 CORAL AVENUE, CINCINNATI, OH 45246
PRES., SECY.0$0
MARY S SWEENEY
4331 BAYSHORE BLVD NE, ST PETERSBURG, FL 33703
VP & TRUSTEE0$0
ELIZABETH S LOPER
5542 ESCONDIDA BLVD, ST PETERSBURG, FL 33715
VP & TRUSTEE0$0
SUSAN S KREUZMANN
235 CORAL AVENUE, CINCINNATI, OH 45246
VP & TRUSTEE0$0
GREGORY SWEENEY
8150 KELLER ROAD, CINCINNATI, OH 45243
VP & TRUSTEE0$0

Address and contacts

Address (IRS master file)
68 CORAL AVE, CINCINNATI, OH 45246-3707
In care of
% C JEANNE SWEENEY
Signed the 990-PF
DEBORAH CASSINELLI, PRES., SECY.
Phone
(513) 382-7611
Return prepared by
MUNNINGHOFF LANGE AND CO

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
31-1601553
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$631,516
Income (IRS master file)
$414,439

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$255,466$125,486$631,516IRS
990-PFDecember 2023$3,100$59,238$501,536XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1601553).

Questions about JAKE AND JEANNE SWEENEY FOUNDATION

What is the EIN of JAKE AND JEANNE SWEENEY FOUNDATION?
The employer identification number (EIN) of JAKE AND JEANNE SWEENEY FOUNDATION is 31-1601553.
Is JAKE AND JEANNE SWEENEY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to JAKE AND JEANNE SWEENEY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAKE AND JEANNE SWEENEY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JAKE AND JEANNE SWEENEY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAKE AND JEANNE SWEENEY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JAKE AND JEANNE SWEENEY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does JAKE AND JEANNE SWEENEY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $255,466, expenses of $125,486 and total assets of $631,516 at year end.

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